Latest BUSH INVESTMENT GROUP, LLC Stock Portfolio
$183Million | No. of Holdings #38
BUSH INVESTMENT GROUP, LLC Performance
2026 Q1-1.50%
YTD-1.50%
2025+14.28%
About BUSH INVESTMENT GROUP, LLC and 13F Hedge Fund Stock Holdings
BUSH INVESTMENT GROUP, LLC is a hedge fund based in Valdosta, GA. On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, BUSH INVESTMENT GROUP, LLC reported an equity portfolio of $183 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of BUSH INVESTMENT GROUP, LLC are VB, FNDA, AOA. The fund has invested 18.6% of it's portfolio in VANGUARD INDEX FDS and 14.3% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AAXJ) and BANK AMERICA CORP (BAC) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), WORLD GOLD TR (GLDM) and ISHARES TR (AAXJ). BUSH INVESTMENT GROUP, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), GLOBAL X FDS (BITS) and SPDR SERIES TRUST (BIL).
BUSH INVESTMENT GROUP, LLC Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$183Million
as of Aug 03, 2026BUSH INVESTMENT GROUP, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BUSH INVESTMENT GROUP, LLC made a return of -1.5% in the last quarter. In trailing 12 months, it's portfolio return was 15.84%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 2,764,450 |
| ishares tr | 2,570,160 |
| blackrock etf trust | 1,393,740 |
| ishares tr | 1,323,010 |
New stocks bought by BUSH INVESTMENT GROUP, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 89.68 |
| global x fds | 67.27 |
| spdr series trust | 23.41 |
| american centy etf tr | 17.55 |
| vanguard charlotte fds | 16.01 |
| ishares tr | 10.36 |
| ishares tr | 9.9 |
| schwab strategic tr | 8.59 |
Additions to existing portfolio by BUSH INVESTMENT GROUP, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -82.93 |
| world gold tr | -59.51 |
| ishares tr | -41.69 |
| blackrock etf trust ii | -13.38 |
| southern co | -0.31 |
BUSH INVESTMENT GROUP, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exchange traded fd t | -3,813,600 |
| bank america corp | -318,560 |
| ishares tr | -324,817 |
| spdr gold tr | -206,874 |
BUSH INVESTMENT GROUP, LLC got rid off the above stocks
Sector Distribution
BUSH INVESTMENT GROUP, LLC has about 96.3% of it's holdings in Others sector.
- Others
- Utilities
- Technology
| Sector | % |
|---|---|
| Others | 96.3 |
| Utilities | 1.5 |
| Technology | 1.1 |
Market Cap. Distribution
BUSH INVESTMENT GROUP, LLC has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.3 |
| LARGE-CAP | 1.9 |
| MEGA-CAP | 1.8 |
Stocks belong to which Index?
About 2.9% of the stocks held by BUSH INVESTMENT GROUP, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.3 |
| S&P 500 | 2.9 |
| Top 5 Winners (%) | % | |
|---|---|---|
| SO | southern co | 10.7 % |
| BITS | global x fds | 7.3 % |
| GLDM | world gold tr | 6.0 % |
| AEMB | american centy etf tr | 4.3 % |
| AAXJ | ishares tr | 3.3 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | 0.7 M |
| BITS | global x fds | 0.4 M |
| GLDM | world gold tr | 0.4 M |
| FNDA | schwab strategic tr | 0.3 M |
| SO | southern co | 0.1 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AOA | ishares tr | -2.1 M |
| VB | vanguard index fds | -1.5 M |
| IJR | ishares tr | -0.3 M |
| BIL | spdr series trust | -0.3 M |
| BECO | blackrock etf trust | -0.2 M |
BUSH INVESTMENT GROUP, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BUSH INVESTMENT GROUP, LLC
BUSH INVESTMENT GROUP, LLC has 38 stocks in it's portfolio. About 70.8% of the portfolio is in top 10 stocks. AOA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for BUSH INVESTMENT GROUP, LLC last quarter.
$183.02MTotal Value
42.00Positions
03 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.81% | 5,846 | $1.48M 0.81% | 0%unchanged 0 percentunchanged | ||
 AAXJ Ishares TrIshares TrAAXJ | 1.4% | 37,537 | $2.57M 1.4% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 1.05% | 25,903 | $1.93M 1.05% | 41.69%decreased 41.69 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.77% | 14,761 | $1.40M 0.77% | 9.9%increased 9.9 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 1.19% | 47,230 | $2.18M 1.19% | 7.24%increased 7.24 percentadded | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.01% | 22,986 | $1.85M 1.01% | 17.55%increased 17.55 percentadded | |
| 0.5% | 8,295 | $910.0K 0.5% | 0.55%increased 0.55 percentadded | ||
 AGT Ishares TrIshares TrAGT | 0.55% | 20,192 | $1.01M 0.55% | 10.36%increased 10.36 percentadded | |
 Ishares Tr Ishares TrAMPS BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time | 0.72% | 57,748 | $1.32M 0.72% | Newnew position | |
 AOA Ishares TrIshares TrAOA | 10.69% | 78,615 | $19.56M 10.69% | 6.08%increased 6.08 percentadded | |
 Bank America Corp BUSH INVESTMENT GROUP, LLC's holding in Bank America Corp over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 4.64% | 257,512 | $8.49M 4.64% | 5.83%increased 5.83 percentadded | |
BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 2.3% | 72,234 | $4.20M 2.3% | 1.34%increased 1.34 percentadded | |
BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 1.51% | 85,978 | $2.76M 1.51% | Newnew position | |
BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 1% | 50,761 | $1.84M 1% | 6.87%increased 6.87 percentadded | |
BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 0.76% | 33,944 | $1.39M 0.76% | Newnew position | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 3.76% | 89,864 | $6.88M 3.76% | 23.41%increased 23.41 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 2.52% | 153,188 | $4.61M 2.52% | 5.31%increased 5.31 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 2.42% | 189,715 | $4.42M 2.42% | 5.92%increased 5.92 percentadded | |
